Welcome to the New Standard in 403(b), 457(b), and 401(a) Third Party Administration

The New Era

of Plan Administration

Sponsors of retirement savings plans have entered a new era. Administrative responsibilities are significantly greater and more complex, making long-standing administration practices obsolete. PlanConnect® has reinvented third party administration to meet the demands of a new era.

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More Tasks, Better Tools

The trend toward tighter regulation and increased scrutiny will continue, so third party administrators (TPAs) will be a vital resource for plan sponsors. With an increasing administrative burden, you need to have the right tools and regulatory expertise at hand to ensure you plan is in compliance.

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PlanConnect® has reinvented the TPA to meet the complex needs of plan sponsors and their plan's participants.
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PlanConnect® makes it easy for you to enroll in, manage and take maximum advantage of your 403(b) and/or 457(b) plan account.
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PlanConnect® ensures that the experience you and your clients have with us is informative, effective, and efficient.
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